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Definitions (134)
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accrued interest
The amount credited to a bond or other fixed-income security between the last payment and when the security is sold, or any intermediate date. The buyer usually pays the seller the security's pri [..]
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actual contribution percentage
In a 401k plan, this is the result of the average of ratios of combined contributions to compensation for both highly compensated and non-highly compensated employees. Each employee's ratio is ca [..]
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advisory letter
A written statement issued by the Internal Revenue Service to a volume submitter practitioner or volume submitter mass practitioner as to the acceptability of the form of a specimen plan and any relat [..]
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annuity
A contract by which an insurance company agrees to make regular payments to someone for life or for a fixed period. Appreciation
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ask price
The price a seller is willing to accept for the security; also called the offer price. This price is usually higher than the Bid price. Asset allocation
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asset allocation fund
A common trust fund or mutual fund that spreads its portfolio among a wide variety of investments, including domestic and foreign stocks and bonds, government securities, and real estate stocks. This [..]
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automatic contribution arrangement
A feature in a plan whereby a covered employee's compensation is reduced by an amount specified in the plan and contributed to the plan on the employee's behalf unless the employee makes an [..]
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auto escalation
A plan which automatically increases the percentage of (retirement) funds saved from salary. this type of plan generally features a default or standard contribution escalation rate.
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balance sheet
The firm's financial statement that provides a picture of its assets, debts, and net worth at a specific point in time. Balanced fund
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beta
A measure of a stock's risk relative to the market, usually the Standard & Poor's 500 index. The market's beta is always 1.0; a beta higher than 1.0 indicates that, on average, when [..]
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